PODCAST · education
Fullerton Financial Hour
by Fullerton Financial
Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.
Episodes
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Planning for Large IRAs
If your retirement savings is in a tax deferred retirement account, you may want to be aware of new retirement planning rules that have changed the way we need to think about tax deferred retirement accounts. And the Secure Act and Secure Act 2.0 could have an even bigger impact on those with...
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Four Retirement Unknowns
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
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Risks in Retirement
Risks in Retirement by Fullerton Financial
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Three Stages of Retirement
We used to think of retirement as the final stage of life. It’s not the finish line anymore. It’s just the beginning of the next phase of life. Retirement today lasts so much longer, and we believe it actually unfolds in stages.
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Retirement for Small Business Owners
Did you know that if you're running your own business then you've got a few extra twists and turns on the road to retirement? No 401(k)? No problem. Today, we're digging into how you can get retirement-ready when a corporate 401(k) isn't part of the picture.
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Plan For The Worst and Hope For The Best
In the U.S., medical bills are not only the most common reason for bankruptcies, but they directly cause a whopping 66.5% of them, making them the leading cause of bankruptcy. A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially.
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Creating a Lasting Legacy
It’s easy to make assumptions about what goes into a legacy plan, but Tyler Price will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.
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Behavioral Finance and You
Financial professionals say there are behavioral factors that could influence our financial decisions. Let me translate that for you: sometimes we act “weird” when it comes to our money!
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Creating a 5-Star Retirement Plan
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because… something’s missing. If you could rate your retirement plan, how many…
more -
Four Retirement Unknowns
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
-
Creating a 5-Star Retirement Plan
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many...
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Topics on Your Retirement Planning List
How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple!
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Make Your Money Work for You
How many times have you heard this before? it’s not what you make, it’s what you keep that counts. It’s less about the number of dollars you’ve saved, and more about strategies you use with your savings. Your money should be moving in the same direction for a singular purpose: your retirement
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Money Challenges in Retirement
Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement.
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Top Financial and Retirement News of 2023
We’ve continued to avoid government shutdowns this year … but meanwhile … the debt piles on. We’re winding down the year 2023 with a look at some of the top financial and retirement headlines of the year.
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Four Retirement Unknowns
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.
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Retirement Dreams v. Reality
Fewer than 1 in 4 Americans think their current retirement lifestyle aligns with what they planned for their retirement to be. It turns out, it’s one thing to dream about retirement and it’s another thing to live in retirement every day.
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Bon Voyage in Retirement
Key Largo? Montego? Oh, why can’t we go to Jamaica right now, am I right? Think about it… digging your toes into sandy beaches… swimming with dolphins… with a tropical drink in your hand… That’s the thing, we’re always so focused on the destination, because that is the reason why we’re going. But...
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Planning for the Future as a Family
Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many couples and families are putting off the tough conversations they need to have so they can plan for the future together. And preparing for the future as…
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Psychology of Money
There are millions of articles online about investing, tax planning, budgeting, everything you can think of when it comes to preparing for retirement. There are important facts to know, and when it comes to your financial future, knowledge is power. BUT. There’s more to financial success than…
more -
Retirement Challenges for Women
Women statistically outlive men by about six years, so a lot of wives will outlive their husbands in retirement. That means a lot of women will suddenly be taking over their own finances for what may be the first time in their lives. That can be confusing and even scary.
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Top Retirement Advice
If you have questions about retirement, who better to ask than someone who’s been there before? Today we’ll share top advice from people who have been there and done that. Real retirement tips from real retirees.
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Money Challenges in Retirement
Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement.
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Planning for the Future as a Family
Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many couples and families are putting off the tough conversations they need to have so they can plan for the future together. And preparing for the future as…
more -
Creating a 5-Star Retirement Plan
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many...
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Mental Health in Retirement
Our national conversation is starting to shift when it comes to mental health and how well you take care of yourself. We don’t always talk about it a lot on this show, but there’s a mental health aspect to preparing for retirement as well. Stephanie tells us if she has seen this come up with the...
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Making Plans For Your Retirement
The big question is...can I retire? When can I retire? Do I have enough? Will my money last as long as I need it to? Will my loved ones be okay if something happens to me? Steve Fullerton and Josh Becker help us answer some of those questions
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Retiring Today
Retirement planning as a concept is still relatively new. Thirty or 40 years ago, people had pensions, they had Social Security and savings, and they didn’t live quite as long after retiring. Stephanie talks about how these factors have changed over the years.
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Four Questions About Retirement
We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.
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Psychology of Money
There are millions of articles online about investing, tax planning, budgeting, everything you can think of when it comes to preparing for retirement. There are important facts to know, and when it comes to your financial future, knowledge is power. BUT. There’s more to financial success than…
more -
Protected Income
If 40 percent of households have protected income, that means 60 percent of households do not. Let’s talk about those people right now. What challenges might they be facing if their retirement income is “maybe” money instead of protected income?
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Get the Facts on Social Security
You don’t know what you don’t know. And unfortunately, most of us don’t know enough about Social Security. 65 percent of people either failed or got a “D” on a basic Social Security quiz, and only six percent received an “A.”
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Creating a 5-Star Retirement Plan
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many...
-
Retirement Dreams vs. Reality
Fewer than 1 in 4 Americans think their current retirement lifestyle aligns with what they planned for their retirement to be. It turns out, it’s one thing to dream about retirement and it’s another thing to live in retirement every day.
-
Money Challenges in Retirement
Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement.
-
Topics To Put On Your Retirement Planning List
How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple.
-
Planning for the Future as a Family
: Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many couples and families are putting off the tough conversations they need to have so they can plan for the future together. And preparing for the future…
more -
Your “All Weather” Retirement Strategy
With everything going on in the world right now, your finances need to be able to weather any financial storm. We’ll outline some of the major financial risks on the horizon today and talk about some “all-weather” strategies to help you preserve your savings, no matter what kind of storms are...
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Retirement Rubik’s Cube
There are a lot of moving parts when it comes to preparing for retirement. When should I take my Social Security? When might I accidentally trigger higher taxes? What if I make a wrong move with my retirement savings?
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Creating a 5-Star Retirement Plan
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many...
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Super Bowl of Your Retirement
Retiring is challenging enough already but if you’re about retire, now you face the possibility of trying to do so during a global economic meltdown. Sound intimidating?
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Retiring Today
Life in retirement has change dramatically over the past few decades, with people living longer and leading more active lives. Put it another way … in retirement we don’t need that rocking chair.
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2023 New Year’s Resolutions
Resolutions are easy to make and even easier to break. It’s time to look ahead and think about practical goals for the new year.
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Christmas Price Index
It’s a bit of a sticker shock for all those gifts “my true love gave to me” … starting with that partridge in a pear tree.
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The Client Experience
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more...
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Retirement Challenges for Women
Women statistically outlive men by about six years, so a lot of wives will outlive their husbands in retirement. That means a lot of women will suddenly be taking over their own finances for what may be the first time in their lives. That can be confusing and even scary.
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Do You Need Life Insurance in Retirement
In 2020 more than half of all Americans were covered by some type of life insurance. So a good number of people see life insurance as a useful tool to help protect their families and loved ones. The question we want to address today, is not really “do I need life insurance?” but rather, “Do I…
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Boomers Up to Bat, Gen X On Deck
We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement … that means Generation X is on deck.
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ABOUT THIS SHOW
Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding principles: integrity and honesty.
HOSTED BY
Fullerton Financial
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Frequently Asked Questions
How many episodes does Fullerton Financial Hour have?
Fullerton Financial Hour currently has 48 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Fullerton Financial Hour about?
Licensed insurance professional & Investment Advisor Representative, Stephanie Fullerton is focused on using strategic retirement income planning to assist retirees and pre-retirees across Arizona in preserving their retirement savings. Her goal is to build trust by following two guiding...
How often does Fullerton Financial Hour release new episodes?
Fullerton Financial Hour has 48 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Fullerton Financial Hour?
You can listen to Fullerton Financial Hour on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Fullerton Financial Hour?
Fullerton Financial Hour is created and hosted by Fullerton Financial.
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